Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my previous financial advisor, who I felt had poor communication and was very impersonal. Curt and his team at F5 Financial manage my family's personal investments and retirement plans, and he also set up my construction company's 401(k) plan.

Curt is very trustworthy and smart when it comes to financial planning. I started working with him when I decided to leave my previous financial advisor, who I felt had poor communication and was very impersonal. Curt and his team at F5 Financial manage my family's personal investments and retirement plans, and he also set up my construction company's 401(k) plan.

When we first started working with Curt, we did a discovery meeting where he captured our needs and goals, and he used that information to put together our investment profile and a plan for our long-term vision. Curt's intentionality, his level of follow-up, and his thoroughness make him a great portfolio manager. I recommend him to anyone who needs a financial advisor.